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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,065 | $68,586+50.3% | $120,380-14.4% | $80,911+27.4% |
| Participation rate | 47.3% | 61.6%-14.3pp | 71.9%-24.6pp | 67.6%-20.3pp |
| Annual return | 10.20% | 23.62%-13.4pp | 107.28%-97.1pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,051 | $2,053-48.8% | $3,465-69.7% | $2,756-61.9% |
| Participant deferral / active EE | $2,946 | $3,174-7.2% | $4,992-41.0% | $4,297-31.5% |
| Admin fee / account holder | $3,009 | $5,733-47.5% | $9,421-68.1% | $6,935-56.6% |